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2018/04/07

How to import products into Simple ERP?

Simple ERP, the commercial management module of Simple CRM, allows to import products from a CSV file.
This feature allows you to save time when implementing Simple ERP in your company, or when updating products (rapid price changes for a large number of products for example).

To import products into Simple ERP, follow the steps below.

1) Prerequisites
You must of course have subscribed to the optional Simple ERP module. If you have not already done so, go to this page to know the price of the module.
you must have already configured Simple ERP (see details on this page)
we strongly advise you to use the free LibreOffice software to fill in and save the file

2) Creation of the CSV product file
First download the product import file template.
To do this, go to the Simple ERP module (top menu -> Simple ERP), then click on the "Product" icon in the top menu.

Click on the link in red "file template", then open the file with LibreOffice software.

Now complete the file. Here are the details of the columns:

Column A : reference
This is the unique product reference. This field is required.
If the reference already exists in Simple ERP, the product will be updated with the values from the file line.

Column B : warehouse_code
This is the warehouse code in which the product is stored.
This field is not required. If the cell is empty, the default warehouse will be assigned to the product.

Column C : ref_vendor
This is the reference of this product at your supplier.
This field is not required.

Column D: description
This is the name of the product. This field is required.
This wording will appear in the commercial documents generated with Simple ERP.

Column E : category
This is the name of the product category. This field is required.
If the category does not exist in Simple ERP, it will be created and assigned to the product.

Column F : unit
This is the abbreviation for the product unit. Example : U (unit), H (hour), KG (kilogram)...
This field is not required. If it is empty, the U unit (unit) will be assigned to the product.

Column G : unit_sale_price
This is the unit selling price of the product. This field is required. If the product price is variable, enter 0 in this cell.

Column H: unit_purchase_price
This is the unit purchase price of the product.